See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,881 | $91,037-69.4% | $71,671-61.1% | $147,584-81.1% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 18.85% | 20.48%-1.6pp | 20.65%-1.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,611 | $3,327-21.5% | $2,460+6.1% | $4,876-46.5% |
| Participant deferral / active EE | $4,081 | $4,498-9.3% | $3,438+18.7% | $5,439-25.0% |
| Admin fee / account holder | $438 | $8,613-94.9% | $5,558-92.1% | $10,885-96.0% |